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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,678 | $181,062-80.3% | $158,223-77.5% | $155,188-77.0% |
| Participation rate | 60.0% | 82.7%-22.7pp | 79.2%-19.2pp | 80.8%-20.8pp |
| Annual return | 5.71% | 57.39%-51.7pp | 52.09%-46.4pp | 148.84%-143.1pp |
| Employer contribution / active EE | $1,746 | $4,565-61.7% | $4,109-57.5% | $4,248-58.9% |
| Participant deferral / active EE | $2,378 | $6,134-61.2% | $5,467-56.5% | $6,531-63.6% |
| Admin fee / account holder | $43,467 | $18,825+130.9% | $16,047+170.9% | $14,480+200.2% |